See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,667 | $183,963-69.2% | $162,163-65.1% | $152,861-62.9% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.4%-9.1pp |
| Annual return | 22.05% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,630 | $6,371-74.4% | $5,614-71.0% | $4,762-65.8% |
| Participant deferral / active EE | $4,840 | $8,034-39.8% | $7,298-33.7% | $5,850-17.3% |
| Admin fee / account holder | $870 | $13,121-93.4% | $10,843-92.0% | $11,596-92.5% |